Registers and tasks

Objects, private submissions, processing, review and repeating tasks.

4 articles

• Import registers from a CSV

  Bulk register import

• Set certificate expiry reminders and retain renewal history

  Certificates and expiry reminders

• Create a register and process private records

  Create a register with a permanent reference, then add its location and description. Mark each attribute you intend to show publicly. Choose manager-only access, all workspace members or named members for private records.

• Set up repeating inspection and training tasks

  Inspection, register and training presets can create hourly, daily, weekly or monthly tasks in an IANA time zone. Tasks keep the fields published when generated. Overdue tasks remain visible and a later submission is marked late.